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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,433 | $114,013-42.6% | $103,693-36.9% | $155,188-57.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 15.53% | 49.31%-33.8pp | 47.61%-32.1pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,316 | $3,131-58.0% | $2,920-55.0% | $4,248-69.0% |
| Participant deferral / active EE | $12,807 | $4,970+157.7% | $4,579+179.7% | $6,531+96.1% |
| Admin fee / account holder | $51 | $8,407-99.4% | $7,858-99.4% | $14,480-99.6% |